London Co Of Virginia Top Holdings and 13F Report (2026) About London Co Of VirginiaInvestment ActivityLondon Co Of Virginia has $17.54 billion in total holdings as of June 30, 2026.London Co Of Virginia owns shares of 169 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 3.00% of the portfolio was purchased this quarter.About 6.70% of the portfolio was sold this quarter.This quarter, London Co Of Virginia has purchased 167 new stocks and bought additional shares in 23 stocks.London Co Of Virginia sold shares of 106 stocks and completely divested from 5 stocks this quarter.Largest Holdings Corning $822,520,767Apple $636,365,273Berkshire Hathaway $531,693,153Norfolk Southern $520,023,403Dominion Energy $466,703,146 Largest New Holdings this Quarter 03783C100 - AppFolio $112,750,940 Holding580589109 - McGrath RentCorp $19,681,993 Holding314352105 - FEDEX FGHT HLDG CO INC $13,878,183 Holding464287275 - iShares Global Comm Services ETF $47,607 Holding464287192 - iShares U.S. Transportation ETF $4,240 Holding Largest Purchases this Quarter Republic Services 1,134,096 shares (about $241.66M)AppFolio 703,151 shares (about $112.75M)COOPER COS INC 660,930 shares (about $47.40M)SOMNIGROUP INTERNATIONAL INC 586,750 shares (about $46.00M)NewMarket 27,455 shares (about $21.72M) Largest Sales this Quarter Corning 575,518 shares (about $147.01M)TE CONNECTIVITY PLC 430,125 shares (about $86.72M)Entegris 464,844 shares (about $83.57M)Keysight Technologies 211,072 shares (about $73.89M)Lamb Weston 1,495,740 shares (about $64.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLondon Co Of Virginia Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLWCorning$822,520,767$147,005,594 â–¼-15.2%3,220,1194.7%TechnologyAAPLApple$636,365,273$20,451,296 â–¼-3.1%2,199,1953.6%TechnologyBRK.BBerkshire Hathaway$531,693,153$9,868,975 â–¼-1.8%1,062,5273.0%FinanceNSCNorfolk Southern$520,023,403$14,882,251 â–¼-2.8%1,652,9913.0%IndustrialsDDominion Energy$466,703,146$7,471,077 â–¼-1.6%6,834,1232.7%UtilitiesTXNTexas Instruments$461,721,177$58,794,662 â–¼-11.3%1,549,0112.6%TechnologyENTGEntegris$447,793,062$83,569,538 â–¼-15.7%2,490,7872.6%TechnologyJNJJohnson & Johnson$393,611,148$13,852,222 â–¼-3.4%1,549,8122.2%HealthcareNEUNewMarket$386,512,687$21,723,842 â–²6.0%488,4822.2%MaterialsAPDAir Products and Chemicals$375,561,118$10,433,638 â–¼-2.7%1,280,9622.1%MaterialsBLACKROCK INC$368,394,217$12,012,510 â–¼-3.2%383,0992.1%COMCSCOCisco Systems$362,291,288$10,859,825 â–¼-2.9%3,084,3632.1%TechnologyAERAercap$353,253,340$17,636,630 â–¼-4.8%2,423,0922.0%IndustrialsPMPhilip Morris International$353,096,192$12,375,289 â–¼-3.4%1,951,7562.0%Consumer StaplesCMICummins$351,311,754$11,616,052 â–¼-3.2%492,5482.0%IndustrialsPGRProgressive$338,352,259$9,911,888 â–¼-2.8%1,548,8531.9%FinanceCINFCincinnati Financial$336,402,185$13,038,309 â–¼-3.7%1,816,9881.9%FinanceSCHWCharles Schwab$318,591,951$10,747,299 â–¼-3.3%3,452,8041.8%FinanceRSGRepublic Services$318,557,056$241,657,948 â–²314.3%1,494,9821.8%IndustrialsCVXChevron$302,923,601$10,715,862 â–¼-3.4%1,827,4591.7%EnergySOMNIGROUP INTERNATIONAL INC$295,107,974$45,995,400 â–²18.5%3,764,6071.7%COMDLTRDollar Tree$266,471,916$11,738,338 â–¼-4.2%2,203,1541.5%Consumer StaplesLOWLowe's Companies$264,509,895$8,838,061 â–¼-3.2%1,199,6241.5%Consumer DiscretionaryAWIArmstrong World Industries$263,775,639$12,665,797 â–¼-4.6%1,644,4071.5%IndustrialsCBChubb$251,928,940$7,935,467 â–¼-3.1%739,3291.4%FinanceMOAltria Group$249,238,654$9,226,771 â–¼-3.6%3,464,0361.4%Consumer StaplesGOOGAlphabet$240,941,027$23,143,822 â–¼-8.8%681,9151.4%Communication ServicesUNHUnitedHealth Group$236,557,968$18,696,379 â–²8.6%569,1271.3%HealthcareMSFTMicrosoft$230,993,748$7,366,649 â–¼-3.1%619,2321.3%TechnologySBUXStarbucks$224,047,323$7,728,092 â–¼-3.3%2,192,4371.3%Consumer DiscretionaryCHDNChurchill Downs$220,887,006$11,588,173 â–¼-5.0%2,464,5271.3%Consumer DiscretionaryFASTFastenal$218,022,183$7,432,193 â–¼-3.3%4,539,2731.2%IndustrialsKEYSKeysight Technologies$217,732,743$73,890,469 â–¼-25.3%621,9651.2%TechnologyTE CONNECTIVITY PLC$213,648,831$86,719,667 â–¼-28.9%1,059,6871.2%ORD SHSCOOPER COS INC$207,821,082$47,395,319 â–²29.5%2,898,0751.2%COMALSNAllison Transmission$205,703,682$9,097,235 â–¼-4.2%1,824,5811.2%IndustrialsODFLOld Dominion Freight Line$202,528,737$6,416,158 â–¼-3.1%935,0311.2%IndustrialsMTBM&T Bank$201,215,898$8,881,628 â–¼-4.2%845,4051.1%FinanceUNFUniFirst$195,787,218$9,271,031 â–¼-4.5%740,2131.1%IndustrialsMCMoelis & Company$182,600,608$7,375,989 â–¼-3.9%2,791,1991.0%FinanceNOCNorthrop Grumman$175,364,839$6,247,222 â–¼-3.4%344,2891.0%IndustrialsALLYAlly Financial$171,848,073$7,580,745 â–¼-4.2%3,739,8901.0%FinanceVMCVulcan Materials$165,346,888$7,226,616 â–¼-4.2%560,4750.9%MaterialsLIILennox International$155,787,063$6,889,263 â–¼-4.2%271,8990.9%IndustrialsBRKRBruker$149,254,729$6,238,431 â–¼-4.0%2,480,3570.9%HealthcareQSRRestaurant Brands International$142,168,166$3,015,729 â–¼-2.1%1,960,6450.8%Consumer DiscretionaryBALLBall$136,122,137$6,021,672 â–¼-4.2%2,181,4410.8%MaterialsSTESTERIS$135,103,429$6,158,791 â–¼-4.4%641,6040.8%HealthcarePAYXPaychex$130,427,607$2,725,457 â–¼-2.0%1,326,4060.7%IndustrialsCBRECBRE Group$128,463,074$5,614,175 â–¼-4.2%953,7640.7%Real EstateWATWaters$127,804,091$5,452,764 â–¼-4.1%340,7710.7%HealthcarePOSTPost$123,482,273$6,843,284 â–¼-5.3%1,399,1010.7%Consumer StaplesAPPFAppFolio$112,750,940$112,750,940 â–²New Holding703,1510.6%TechnologyWTMWhite Mountains Insurance Group$112,075,761$6,443,449 â–¼-5.4%54,0250.6%FinanceMLMMartin Marietta Materials$107,872,401$1,483,274 â–¼-1.4%187,0510.6%MaterialsAVTRAvantor$103,811,008$3,626,340 â–¼-3.4%10,485,9600.6%HealthcareDOMINOS PIZZA INC$100,523,678$6,123,348 â–¼-5.7%339,5580.6%COMATRAptarGroup$99,288,232$4,475,547 â–¼-4.3%793,0330.6%MaterialsVVisa$88,879,866$2,908,031 â–¼-3.2%259,0570.5%FinanceCCICrown Castle$88,370,093$3,158,687 â–¼-3.5%1,166,8860.5%Real EstatePOOLPool$81,481,087$3,788,943 â–¼-4.4%379,1540.5%Consumer DiscretionaryACIWACI Worldwide$80,229,956$4,343,298 â–¼-5.1%1,594,2740.5%TechnologyFISFidelity National Information Services$79,747,214$4,399,124 â–¼-5.2%2,051,1080.5%FinanceTHGThe Hanover Insurance Group$77,257,243$4,468,189 â–¼-5.5%360,8010.4%FinanceMUSAMurphy USA$75,648,629$14,740,390 â–¼-16.3%140,2080.4%Consumer DiscretionaryCPRTCopart$73,491,465$3,487,191 â–¼-4.5%2,607,0020.4%IndustrialsORLYO'Reilly Automotive$65,230,939$1,520,130 â–¼-2.3%708,3390.4%Consumer DiscretionaryQLYSQualys$58,946,168$5,233,105 â–¼-8.2%428,3170.3%TechnologyFDXFedEx$57,692,324$2,145,880 â–¼-3.6%184,2440.3%IndustrialsFRFirst Industrial Realty Trust$48,863,858$2,649,547 â–¼-5.1%796,4510.3%Real EstateCWSTCasella Waste Systems$48,781,036$2,866,205 â–¼-5.5%503,1440.3%IndustrialsCACCCredit Acceptance$47,744,718$3,004,058 â–¼-5.9%75,0010.3%FinanceESIElement Solutions$46,920,761$3,105,951 â–¼-6.2%984,9740.3%MaterialsGOLFAcushnet$46,239,800$2,118,263 â–¼-4.4%390,1080.3%Consumer DiscretionaryLSTRLandstar System$44,088,197$1,929,566 â–¼-4.2%213,1790.3%IndustrialsDECKDeckers Outdoor$39,451,976$2,054,962 â–¼-5.0%397,1380.2%Consumer DiscretionaryCCCSCCC Intelligent Solutions$38,748,070$6,423,121 â–¼-14.2%7,498,5790.2%TechnologyCHDChurch & Dwight$38,164,326$1,547,464 â–¼-3.9%393,9340.2%Consumer StaplesGTESGates Industrial$36,615,466$1,633,141 â–¼-4.3%1,309,0970.2%IndustrialsMATXMatson$36,261,183$10,697,982 â–¼-22.8%188,6310.2%IndustrialsZBRAZebra Technologies$36,182,197$196,675 â–¼-0.5%137,4250.2%TechnologyMARZETTI COMPANY$35,411,131$5,725,040 â–¼-13.9%310,2550.2%COMSAIASaia$34,337,494$2,217,551 â–¼-6.1%81,5100.2%IndustrialsPSMTPriceSmart$34,163,095$1,613,931 â–¼-4.5%174,8870.2%Consumer StaplesCTSCTS$33,455,908$1,516,065 â–¼-4.3%513,2040.2%TechnologyATLANTIC UN BANKSHARES CORP$33,242,693$1,451,997 â–¼-4.2%785,6920.2%COMTTCToro$32,003,858$2,143,783 â–¼-6.3%328,6400.2%IndustrialsNVDANVIDIA$31,429,3370.0%157,0760.2%TechnologyATKRAtkore$29,414,538$699,877 â–²2.4%386,8270.2%IndustrialsLLYEli Lilly and Company$28,103,8440.0%23,4310.2%HealthcareEPRTEssential Properties Realty Trust$28,074,315$1,276,089 â–¼-4.3%940,5120.2%Real EstateGHCGraham$26,280,375$1,207,794 â–¼-4.4%23,0210.1%Consumer DiscretionaryHAEHaemonetics$25,543,299$917,484 â–¼-3.5%340,5740.1%HealthcareJKHYJack Henry & Associates$23,965,553$4,257,098 â–¼-15.1%173,7730.1%FinanceHWKNHawkins$23,772,671$1,012,199 â–¼-4.1%167,2920.1%MaterialsVNTVontier$22,766,880$1,203,793 â–¼-5.0%785,0630.1%TechnologyRVLVRevolve Group$22,427,881$1,025,016 â–¼-4.4%979,8100.1%Consumer DiscretionaryPLUSePlus$21,599,978$872,845 â–¼-3.9%259,5180.1%TechnologyLWLamb Weston$20,489,612$64,637,442 â–¼-75.9%474,1390.1%Consumer StaplesIPARInterparfums$20,158,601$876,330 â–¼-4.2%180,2090.1%Consumer StaplesShowing largest 100 holdings. 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